Armbruster Capital Management, Inc.

Armbruster Capital Management, Inc. is an SEC-registered investment advisor founded in August 2009 by Mark Armbruster, the CEO and majority owner. The firm operates on a fee-only basis, meaning it does not earn income from commissions or referral fees. ACM acts as a fiduciary, putting clients' best interests first, and offers personalized investment solutions based on clients' risk tolerance and return objectives. The firm specializes in discretionary management of investment portfolios, focusing on broad diversification, risk control, low costs, and tax efficiency. ACM uses index or asset class funds and employs quantitative analysis to enhance returns. The firm also provides financial planning advice without additional fees and does not earn commissions from recommended products. As of December 31, 2024, ACM managed approximately $832.7 million on a discretionary basis and $68 million on a non-discretionary basis. The fee schedule is tiered based on assets under management, with fees ranging from 0.40% to 0.60% annually. Clients' accounts are reviewed regularly, and ACM offers detailed reports on performance, asset allocation, and holdings. The firm's investment philosophy emphasizes long-term, buy-and-hold strategies to capture global market returns while managing risks effectively. Clients have the option to be actively involved in the investment process, and ACM provides transparency regarding fees and costs associated with investments.